Topic
IVA Research
A collection of 178 posts
Simple is Smart—But Is It Enough?
FUNDS FOCUS – BALANCED FUNDS | Vanguard’s balanced funds are a great place to begin your investment journey—I’ll help you use them better.
| 16 min read
Geopolitics and Your Portfolio: Lessons from 125 Years of Conflict
War shakes markets, but disciplined investors endure—and prosper.
| 5 min read
Life-Cycle Funds: Simple, Not One-Size-Fits-All
FUNDS FOCUS – Life-Cycle | Investing doesn’t need to be complicated, but one size doesn’t fit all.
| 18 min read
Will Vanguard Active Funds Add ETF Shares?
MAILBAG | My take on the dual mutual fund–ETF share class structure.
| 13 min read
Do You Really Need “Private” Investments?
Just because you can invest in “alternative” or “private” investments doesn’t mean you should.
| 24 min read
Do Low Brackets Mean Lesser Worries? And What Just Happened to Munis?
MAILBAG | Should low-tax bracket investors even worry about taxes? What the heck happened in the municipal bond market?
| 9 min read